Filed December 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,574 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,988 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,814 | $36,916+159.5% | $156,551-38.8% | $57,658+66.2% |
| Participation rate | 91.3% | 63.4%+27.9pp | 84.0%+7.3pp | 70.2%+21.1pp |
| Annual return | 10.13% | 12.38%-2.3pp | 32.23%-22.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $5,006 | $1,571+218.8% | $5,501-9.0% | $1,974+153.6% |
| Participant deferral / active EE | $7,243 | $1,926+276.1% | $4,871+48.7% | $3,061+136.6% |
| Admin fee / account holder | $267 | $82+224.0% | $13,028-97.9% | $95+182.7% |